The NovoEd Salesforce Sync App is a Salesforce App that writes the following data pieces to a NovoEd customer’s designated Salesforce instance:
- User: Basic information (First Name, Last Name, Email Address)
- Course: Basic information (Course Title, Course Description, NovoEd Catalog ID)
- Enrollment: Who is enrolled in which course(s), Completion Status
- Unenrollment history: If the user unenrolled from the course and when it occurred
The NovoEd technical support team can enable the Salesforce integration for customers. Customers can email the support team at firstname.lastname@example.org to enable this integration. The customer support team will share with the customer documentation on how to configure and install the app once this feature is enabled for their NovoEd instance.
To enable the connection between Salesforce and NovoEd and install the app, customers must have a user that is both a Salesforce admin and a NovoEd Org admin. This user is able to install and connect the NovoEd Sync app. The same email address must be an admin on Salesforce and the Org Admin to make the connection on NovoEd.*
*IMPORTANT NOTE: The NovoEd/Salesforce Admin must be logged into the NovoEd platform for the application to sync successfully.
The NovoEd Salesforce Sync App assumes the customer’s Salesforce instance is a production instance. Customers can ensure their course is in production mode on the course basics page from the Org Admin dashboard. The NovoEd engineering team needs to make custom configuration changes if a customer needs to use the Salesforce Sync App in a sandbox or a test Salesforce instance (Customers should inform the NovoEd technical support team if this is the case, at email@example.com).
Included in the Salesforce App is a historic sync feature. This feature is useful for customers that have been running courses in NovoEd before installing the app and want to include data from past offerings. More details on requirements, setup, and configuration are available in the setup guide.